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D Lane

D Lane
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  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    I agree that fuel cells are not a compelling investment currently--especially in cars--and so I doubt the increased revenue will be substantial in the short-term. I sold on the bump this morning.
    Still its interesting to see from Donald's link that what UQM bought appears to be active in bus fleets in Europe. I wish it was battery buses though.
    Feb 19, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "Roush and Eaton developed the Multiple Orientation Capable Compressor (MOCC)
    that allows various installation orientations and oil level monitoring."

    Sounds like more cooperation with Eaton will be in order. We've said that Eaton bought from UQM for NA market hybrid trucks. And I know that Proterra buses use UQM motors and Eaton transmissions.
    Feb 19, 2015. 11:16 AM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    UQM investor relations tells me that Efficient Drivetrains Inc is not using UQM motors for its exportable power hybrid truck: :-(
    Feb 19, 2015. 09:08 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 388: Jan. 31, 2015 [View instapost]
    ALABC showcased three 48V hybrid demonstrators at AABC featuring advanced lead-carbon batteries
    http://bit.ly/1CS4iyQ
    All three vehicles feature advanced lead-carbon batteries, also known as carbon-enhanced lead-acid batteries. The batteries, Exide’s spiral-wound Orbital AGM and East Penn Manufacturing’s UltraBattery (the latest model of which was also on display at the ALABC stand), are some of the most effective lead-carbon designs for 48V hybrid electrification, ALABC said.

    As pointed out by Kia and other partners, these batteries were chosen for this particular hybrid application because of:

    their performance in high-rate partial state-of-charge operation;
    their ability to operate in sub-freezing temperatures;
    the lack of need for an active battery cooling system;
    their cost advantages over lithium-ion batteries; and
    their high recyclability rate.

    -----
    This application and those advantages were the reason many of us followed and bought shares in AXPW
    Feb 10, 2015. 06:00 PM | 13 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Zenith van purchased in Illinois with Drive Clean Chicago rebate reducing the cost by half.

    http://trib.in/174RCaI
    Feb 9, 2015. 02:45 PM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Proterra is set to begin using the SCIB battery:

    "The SCiB boasts high capacity and performance in colder climates and temperatures as low as -30c, making it easier to implement in a wide range of different environments.

    The ambition for a long battery life has been achieved at an unprecedented level so that even after recharging 10,000 times, the SCiB maintains 80% of its capacity."

    http://bit.ly/173BZAe
    Feb 9, 2015. 10:56 AM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Did not know that others' motors might be UQM designed. The transcript makes note of the death of the Engineering VP. He must have been a good one!
    Feb 9, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    I agree that you have highlighted some of the most important things that were said!

    I did not know that Eaton was using UQM in their North American hybrids. Thats a nice validation too, even though demand for that product never materialized here.
    Feb 8, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Yes, I posted the same link in the earlier UQM instablog.

    I have seen no evidence that Proterra is pursuing anything outside of North America. Its probably wise for them to focus on establishing themselves in NA first. They are a start-up and there have been some reported problems with their quality control in the not so distant past (not related to the electric drivetrain).

    As for BYD, they have a new factory in California and they have obtained state tax breaks to expand.

    China is the shining dream of so many american companies but I do not trust their system and would love for UQM not to have to rely on chinese partners.

    That said, chinese business has great potential to light a fire under this stock. Given the recent announcement, that fire could become apparent as soon as this week.
    Feb 8, 2015. 01:50 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Thanks HTL! I love your UQM resource.

    Proterra is a start-up quick-charge electric bus pioneer and I am bullish on their prospects. Their buses have UQM inside.

    This last week grants for a total of 28 Proterra buses were awarded by the FTA. This is huge for them as until now they've delivered about 60 buses so far, since 2011. Its significant for UQM revenues too.

    http://grnol.co/1Ky7qil

    Transit buses are a winner for electrification, since they follow fixed routes and tend to spend 10 minutes at the depot every hour--enough time for a quick-charge with lithium titanate batteries. Assuming the batteries and traction motors are reasonably durable--and evidence I've seen suggests that they are--transit buses appear destined to be electrified. Cities with cheap electricity (Vancouver, Seattle, Winnipeg, Miami, Portland OR, Detroit, Houston, etc.) will benefit the most.
    Feb 7, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Real sales in the US!

    Proterra lands nearly $30 million in new business
    http://grnol.co/1Ky7qil

    Anyone know how much revenue UQM gets per bus motor?
    Feb 6, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Just listened to the CC. There certainly are a lot of prospective sales.
    And a 10 year agreement with a maker of mining vehicles (yay for work vehicles!)
    http://bit.ly/1D5p8JD
    Feb 6, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • A speculative play on UQM [View instapost]
    DRich, thanks!
    Sounds like there would be nice potential savings--for vehicles that idle a lot especially.

    It appears that winter is relatively mild, but there are months which pose a challenge if the vehicle needs battery sapping electric heat.
    http://bit.ly/1LR8qBI
    Feb 5, 2015. 03:46 PM | 2 Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    Fine dust pollution rises in Seoul
    http://bit.ly/1LQW64y
    A recent public hearing by the city government and the Ministry of Environment focused, in particular, on regulating vehicles that run on diesel fuel.

    “Most of the fine dust in Seoul is produced by cars,” said Kang Gwang-gyu, a researcher at the Korea Environment Institute. “Diesel vehicles, in particular, produce black carbon, which is a Group 1 carcinogen.”

    The Climate and Environment Headquarters’ chief Jang Hyeok-jae also called for “innovative and overall regulations on cars.”

    But the city government is going for even stronger measures and confirmed that it had requested the Environment Ministry to approve strong exhaust gas regulations. It is also working toward designating large green areas in central Seoul as “clean zones,” which would allow only hybrid or electronic cars to enter.
    Feb 5, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • A speculative play on UQM [View instapost]
    I don't disagree D-Inv. You are right to be cautious. But its yet one more potential volume application. And its always good when another party (presumably objective) endorses the product. I liked the "high-performance" language as well, but hope that it doesn't mean that some cheaper motor is likely to get most of the action.

    Now I need to find out what the price of electricity is in Seoul, and the price of diesel. Also wonder about their air quality there.
    Feb 5, 2015. 02:44 PM | 1 Like Like |Link to Comment
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